Scott and James discuss if your investments are too concentrated.

NEW: We're on YouTube here!

Planning Points Discussed

• Utilizing Time Efficiently
• Capital Appreciation
• Purchasing Power
• Other issues (IRAs, Inflation, Financial Goals, etc.)

Timestamps:

2:30 - We're on YouTube HERE!

5:03 - Individual Context

7:32 - Budgeting

13:45 - Importance of Tracking Efficiently

19:32 - Index Fund Advantages

25:11 - Aligning Your Financial Goals

LET'S CONNECT!

James

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Scott

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